Disciplined Investments, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Disciplined Investments, LLC

$210 Million
Q1 2025

A detailed history of Disciplined Investments, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Disciplined Investments, LLC holds 16,011 shares of VTEB stock, worth $793,184. This represents 0.38% of its overall portfolio holdings.

Number of Shares

16,011

Previous 9,111 75.73%

Holding current value

$793,184

Previous $456,000 73.9%

% of portfolio

0.38%

Previous 0.23%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$49.25 - $50.66 $339,825 - $349,554	6,900 Added 75.73%	16,011 $793,000
Q4 2024 Feb 06, 2025	BUY	$49.79 - $51.14 $49,989 - $51,344	1,004 Added 12.38%	9,111 $456,000
Q3 2024 Nov 04, 2024	BUY	$49.93 - $51.15 $46,634 - $47,774	934 Added 13.02%	8,107 $414,000
Q2 2024 Aug 09, 2024	BUY	$49.55 - $50.44 $51,631 - $52,558	1,042 Added 17.0%	7,173 $359,000
Q1 2024 Apr 15, 2024	BUY	$50.36 - $51.06 $32,079 - $32,525	637 Added 11.59%	6,131 $310,000
Q4 2023 Jan 12, 2024	SELL	$47.36 - $51.14 $283,449 - $306,072	-5,985 Reduced 52.14%	5,494 $280,000
Q3 2023 Nov 14, 2023	BUY	$48.03 - $50.5 $5,619 - $5,908	117 Added 1.03%	11,479 $552,000
Q2 2023 Jul 10, 2023	BUY	$49.5 - $51.06 $92,812 - $95,737	1,875 Added 19.76%	11,362 $570,000
Q1 2023 May 10, 2023	BUY	$49.32 - $51.02 $168,871 - $174,692	3,424 Added 56.47%	9,487 $480,000
Q4 2022 Feb 01, 2023	SELL	$47.5 - $50.06 $722,570 - $761,512	-15,212 Reduced 71.5%	6,063 $300,000
Q3 2022 Nov 03, 2022	SELL	$48.11 - $51.14 $230,110 - $244,602	-4,783 Reduced 18.36%	21,275 $1.02 Million
Q2 2022 Aug 09, 2022	BUY	$49.13 - $51.51 $26,088 - $27,351	531 Added 2.08%	26,058 $1.3 Million
Q1 2022 Apr 22, 2022	BUY	$51.44 - $54.88 $164,042 - $175,012	3,189 Added 14.28%	25,527 $1.32 Million
Q4 2021 Jan 20, 2022	BUY	$54.5 - $55.03 $537,206 - $542,430	9,857 Added 78.98%	22,338 $1.23 Million
Q3 2021 Nov 09, 2021	BUY	$54.77 - $55.59 $37,736 - $38,301	689 Added 5.84%	12,481 $684,000
Q2 2021 Aug 02, 2021	BUY	$54.58 - $55.46 $98,626 - $100,216	1,807 Added 18.1%	11,792 $652,000
Q1 2021 May 12, 2021	BUY	$54.36 - $55.51 $11,035 - $11,268	203 Added 2.08%	9,985 $546,000
Q4 2020 Feb 12, 2021	BUY	$54.06 - $55.19 $224,997 - $229,700	4,162 Added 74.06%	9,782 $540,000
Q3 2020 Nov 05, 2020	BUY	$54.07 - $55.05 $212,549 - $216,401	3,931 Added 232.74%	5,620 $306,000
Q2 2020 Aug 13, 2020	BUY	$51.64 - $54.14 $39,401 - $41,308	763 Added 82.4%	1,689 $91,000
Q1 2020 May 19, 2020	BUY	$45.81 - $55.19 $23,134 - $27,870	505 Added 119.95%	926 $49,000
Q4 2019 May 19, 2020	BUY	$53.19 - $53.86 $22,392 - $22,675	421 New	421 $23,000

Others Institutions Holding VTEB

# of Institutions

1,304

Shares Held

555M

Call Options Held

22.3K

Put Options Held

83.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
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Disciplined Investments, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History